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H.D. Vest Financial Services
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H.D. Vest National Conference 2007
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Product Name+
Price
6069 Complete Audio Compact Disc Package - All Sessions -HDVest07
$565.00
6070 MP3 CD-ROM PACKAGE All sessions as MP3 files on CD-ROM -HDVest07
$249.00
6071 AW003 New Assistant Training Introduction to H.D. Vest and the Financial Planning Process (Marcy Shipman) -HDVest07
$12.00
6072 AW0023 New Assistant Training: Insurance Services Overview (Marcy Shipman) -HDVest07
$12.00
6073 AW033 New Assistant Training: Advisory Services Overview (Michael Barger) -HDVest07
$12.00
6074 AW043 New Assistant Training: Keeping Your Office Compliant (Julie Marta) -HDVest07
$12.00
6075 T103 Using Technology to Manage Your Brokerage Business (Brent Bookout) -HDVest07
$12.00
6076 ED104 Education Planning (Annette Jasakelainen) -HDVest07
$12.00
6077 R106 Strategic Use of Variable Annuities for Retirement, part 1 &2 (Jon Dodd) -HDVest07
$15.00
6078 PM107 Creating “WOW” Client Events (Katherine Vessenes) -HDVest07
$12.00
6079 IN108 Placing Your 1st Insurance Policy (Martin Day) -HDVest07
$12.00
6080 PM109 Part 1 & 2: Efficiency is the gateway to effectiveness Part I & Part II -HDVest07
$15.00
6081 T203 Using Technology to Manage Your DTF Business (Brent Bookout) -HDVest07
$12.00
6082 ADV204 Breaking New Ground with Advisory Services (Craig Moore/Andy Watts) -HDVest07
$12.00
6083 PM207 Bumper to Bumper: Transforming your practice into a business (Katherine Vessenes) -HDVest07
$12.00
6084 IN208 Talking to the LTC Experts (Martin Day) -HDVest07
$12.00
6085 TED301 Break Out of Development -HDVest07
$12.00
6086 T303 Taking Your Office Paperless -HDVest07
$12.00
6087 ADV304 Advisory Technology Toolbox Overview (Karen Pinion & John Rueland) -HDVest07
$12.00
6088 B306 Managing Your Cash-Flow, Credit Through the Wells Fargo Business Banking Program -HDVest07
$12.00
6089 PM307 Advisor Spotlight: Tom Karsten -HDVest07
$12.00
6090 IN308 Follow the Leader (Martin Day) -HDVest07
$12.00
6091 PM309 Part 1: Efficiency is the gateway to effectiveness Part I & Part II
$12.00
6092 R401 To Sell or Not to Sell Employee Retirement Plans (Carol Ventura) -HDVest07
$12.00
6093 PM402 Measuring Up: Exploring the Value You Bring to Your Clients (Lisa Allen) -HDVest07
$12.00
6094 ADV404 Advisor Panel: VestAdvisor Proven Techniques
$12.00
6095 FP406 Alternative Investments (Rett Dean) -HDVest07
$12.00
6096 PM407 Advisor Spotlight: Kyle Brownlee (Dawn Willis) -HDVest07
$12.00
6097 IN408 Is Tax Free Better? (Martin Day) -HDVest07
$12.00
6098 PM409 Part 2: Efficiency is the gateway to effectiveness Part I & Part II -HDVest07
$12.00
6099 T603 Using Technology to Manage Your DTF Business (Brent Bookout) -HDVest07
$12.00
6100 ADV604 Advisor Panel: A+ Advisory Presentations
$12.00
6101 OP605 Brokerage Paperwork (Rodney Peters) -HDVest07
$12.00
6102 PM606 Business Continuation, part 1&2 (Jeff Klein) -HDVest07
$15.00
6103 PM607 Advisor Spotlight: Melissa Motz (Dawn Willis) -HDVest07
$12.00
6104 IN608 Talking to the LTC Experts (Martin Day) -HDVest07
$12.00
6105 R610 RIP: Retirement Income Dist Planning, Part 1&2 (Roseanne Green) -HDVest07
$15.00
6106 TED701 Break Out of Regional -HDVest07
$12.00
6107 R704 Reverse Mortgages as Retirement Planning Tool (David O'Neill & John Mlekush) -HDVest07
$12.00
6108 PM707 Advisor Spotlight: Mark Hyma (Dawn Willis) -HDVest07
$12.00
6109 EP708 Recent Developments in Estate Planning (Martin Day) -HDVest07
$12.00
6110 ADV804 Advisor Panel: Advisory Tools and How to Make the Most of Them -HDVest07
$12.00
6111 IN808 Follow the Leader (Martin Day) -HDVest07
$12.00
6112 PM809 Essentials for Mentors (Melissa Draughon) -HDVest07
$12.00
6113 ADV904 Understanding Asset Allocation & Modern Portfolio Theory in VestPremiere -HDVest07
$12.00
6114 PM907 Hire the Best! (Tim O'Brien, Dawn Willis) -HDVest07
$12.00
6115 EP908 Recent Developments in Estate Planning (Martin Day) -HDVest07
$12.00
6116 PM909 Measuring Up: Exploring the Value You Bring to Your Clients (Lisa Allen) -HDVest07
$12.00
6117 FP910 Identify Financial Planning Opportunities from the 1040 (Rett Dean, Mark Edwards) -HDVest07
$12.00
6118 TED1101 Break Through: Making the Trip (TED, Martha, Melissa or Lisa) -HDVest07
$12.00
6119 T1103 Taking Your Office Paperless (Brent Bookout) -HDVest07
$12.00
6120 ADV1104 Breaking New Ground with Advisory Services (Andy Watts/ Craig Moore) -HDVest07
$12.00
6121 BP1105 Solutions for Business Owners, Part 1&2 (Jeff Harris, Martin Day, David O'Neill) -HDVest07
$15.00
6122 PM1106 Business Continuation, part 1&2 (Jeff Klein) -HDVest07
$15.00
6123 R1108 Highlighting 5 Retirement Solutions from Pensions Protection Act (Cheryl Mason) -HDVest07
$12.00
6124 FP1109 Selling Using VPS (Melissa Rasbury, Dawn Willis) -HDVest07
$12.00
6125 FP1110 Identify Financial Planning Opportunities from the 1040 ( Rett Dean & Mark Edwards) -HDVest07
$12.00
6126 TED1201 Break Through to a Higher Level in Premium -HDVest07
$12.00
6127 T1203 Getting Your Clients Online -HDVest07
$12.00
6128 ADV1204 Advisory Technology Toolbox Overview (Karen Pinion & John Rueland) -HDVest07
$12.00
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Monday 31 March, 2025
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